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Norske Skog ASA (NSKOG) Fair Value & Analysis

Basic Materials · NO · Market cap 2.9B NOK

NS Norske Skog ASA NSKOG · OL
Pricekr 42.40
Fair Valuekr 60.18
Upside+41.9%
Quality40/100
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Weak Growth
Thin margins · 1.0% net margin
Moderate debt · negative free cash flow
Mixed vs. peers (5/11)
Narrow moat 19/100
Evidence: Medium Range kr 56.76 – kr 68.59 Share as image

Fair value as of: Jul 20, 2026

From 12 valuation models · updated 21 days ago

Share price +1.1% over the past month.

Below-average quality, screening 42% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (40/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (kr 56.76). The market is more pessimistic than our downside scenario.
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Price vs Fair Value (5 years)

kr 74.59 kr 14.22 Fair Value kr 60.18 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range kr 14.22 – kr 74.59 · fair‑value band kr 56.76 – kr 68.59 · the kr 42.40 price screens below the kr 60.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

Norske Skog ASA (NSKOG) currently trades at kr 42.40, while our model-based Fair Value estimate is kr 60.18, implying the stock looks roughly 41.9% undervalued today. The Quality Score stands at 40/100 (below-average quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Norske Skog ASA generated revenue of 9.4B NOK at a net margin of 3.6%. Revenue declined 2.1% year over year. It earns a return on equity of 5.9%. Net debt stands at 4.4B NOK. Fundamentals as of Jul 20, 2026

Our scenario range runs from kr 56.76 (bear case) to kr 68.59 (bull case); at kr 42.40, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 200% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 0% fair-value upside, at 42%, NSKOG screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income kr 54.67 kr 57.11 kr 59.89 76
ROIC Compounder kr 11.11 kr 19.05 kr 25.89 72
Growth-Adj P/E kr 43.36 kr 61.94 kr 80.53 68
All 12 models by family
Earnings-Based
Graham-Dodd kr 32.46 kr 39.68 kr 44.63 54
EPV kr 11.11 kr 19.05 kr 25.89 59
Multiples
P/E Multiple kr 60.87 kr 81.15 kr 101.44 63
P/S Multiple kr 60.87 kr 81.15 kr 101.44 58
P/B Multiple kr 60.87 kr 81.15 kr 101.44 55
EV/EBIT kr 30.53 kr 53.76 kr 76.99 53
EV/EBITDA kr 59.87 kr 92.87 kr 125.87 54
EV/Revenue kr 21.24 kr 47.12 kr 73.01 43
Asset-Based
NCAV (Graham) kr 34.29 kr 45.95 kr 68.59 50
Economic Profit
Residual Income kr 54.67 kr 57.11 kr 59.89 76
ROIC Compounder kr 11.11 kr 19.05 kr 25.89 72
Growth Earnings
Growth-Adj P/E kr 43.36 kr 61.94 kr 80.53 68

Widest divergence: Multiples (kr 81.15) versus Earnings-Based (kr 19.05). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 9.6B NOK
Revenue growth (YoY) +10.9%
Net margin 1.0%
Return on equity 1.6%
Free cash flow −755M NOK FY2025
P/E ratio 11.0
More key figures
Operating margin -3.6%
EPS (TTM) kr 4.02
EPS growth (YoY) -16.3%
Net debt 4.4B NOK FY2025

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 40/100

Of which business quality 40 · Market factors (momentum, volatility) 75

Profitability 34
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 6
Earnings quality: real cash, not paper profit
Fin. Strength 29
Balance sheet, leverage, solvency risk
Investment 80
Disciplined investing over empire-building
Low Volatility 53
Calm price path (market factor)
Momentum 81
Price trend over the last 3–12 months (market factor)
52W Momentum 90
Distance to the 52-week high (market factor)
Net Issuance 90
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Norske Skog ASA engages in the production and sale of publication and packaging paper products in Norway, rest of Europe, North America, Asia, South America, Central America, and Africa. It operates through Publication Paper, Packaging Paper, and Other Activities segments.

Full company description

Norske Skog ASA engages in the production and sale of publication and packaging paper products in Norway, rest of Europe, North America, Asia, South America, Central America, and Africa. It operates through Publication Paper, Packaging Paper, and Other Activities segments. The company offers publication paper products comprising newsprint, uncoated mechanical improved, supercalendered, coated mechanical, magazine paper, and book paper; and packaging papers. Its products are primarily used in magazines, periodicals, catalogues, brochures, newspapers, inserts, and for advertising purposes. The company was founded in 1962 and is headquartered in Oslo, Norway.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Norske Skog ASA reported revenue of kr 9.4B in FY2025 versus kr 9.8B in FY2021, a compound −1.0%/yr. Reported net income was kr 405M in FY2025.

Growth Quality 26/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
9.4B NOK
Latest YoY
+2.3%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−13.4%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+0.6%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−4.6%
Revenue −1.0%/yr
FY21 kr 9.8B
FY22 kr 14.5B
FY23 kr 11.8B
FY24 kr 9.2B
FY25 kr 9.4B
Net income
FY21 −kr 363M
FY22 kr 2.6B
FY23 kr 481M
FY24 −kr 982M
FY25 kr 405M

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Cite: Fair Value Calculator (2026). "Norske Skog ASA Fair Value". https://www.fairvalue-calculator.com/stock/NSKOG

Peer Group

Paper & Paper Products · 111 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 40 · Below median
Fair Value upside +42% · Above median
Return on equity (TTM) 2% · Below median
Return on assets -3% · Bottom 25%
Net margin (TTM) 1% · Below median
Operating margin (TTM) -4% · Bottom 25%
Revenue growth 11% · Top 25%
Debt / equity 0.76× · Higher than 75% of peers

Valuation Multiples vs Paper & Paper Products median · lower = cheaper

P/E (TTM) 8.6× · Cheaper than 75% of peers
P/B 0.05× · Cheaper than 75% of peers
P/S (TTM) 0.03× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 89 · sector 20
FUTURE 55 · sector 9
PAST 7 · sector 12
HEALTH 62 · sector 91
DIVIDEND 0 · sector 41

Insider activity: 30/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Paper & Paper Products stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
Klabin S.A KLBN11 R$17.58 R$3.89 -78%
UPM-Kymmene Oyj UPM €23.45 €15.47 -34%
Suzano S.A SUZB3 R$41.70 R$138.01 +231%
Svenska Cellulosa Aktiebolaget SCA (publ) SCAB kr 103.00 kr 49.40 -52%
Shandong Sunpaper Co 002078 ¥14.13 ¥17.29 +22%
Holmen AB HOLMB kr 305.40 kr 217.72 -29%
Nine Dragons Paper (Holdings) Limited 2689 HK$7.55 HK$8.73 +16%
Empresas CMPC S.A CMPC 1,078 CLP 1,269 CLP +18%
Xianhe Co 603733 ¥21.09 ¥21.06 -0%
Billerud AB BILL kr 68.70 kr 48.60 -29%

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Frequently asked questions

Is Norske Skog ASA (NSKOG) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of kr 60.18 versus a price of kr 42.40, about +42% (undervalued).
What is the fair value of NSKOG?
Our model-based fair value for Norske Skog ASA is kr 60.18 (as of Jul 20, 2026), built from audited fundamentals. The current price is kr 42.40.
What is the quality score of NSKOG?
Norske Skog ASA has a Quality Score of 40/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Norske Skog ASA (NSKOG)?
Norske Skog ASA reported trailing-twelve-month revenue of about 9.4B NOK (latest available figure, as of Jul 20, 2026).
What is the net profit margin of NSKOG?
The net profit margin of Norske Skog ASA is about 3.6%, meaning it keeps roughly 3.6% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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